I'm being patient and expecting a big recovery, with Arch in the vanguard. They're lean and efficient, and so far I like the measures they've taken to survive the beating they're taking from EPA under the current administration.

An End To Our Relationship With Yahoo, A New Era For Equity Research [View article]

That's what I do, and nearly all of my SA reading comes as the result of a real time alert. It always has. Yahoo! is fine, and I get alerts from there too, but I guess it's better not to have to pay for the push if you think you can make it alone. Keep up the quality and you'll keep the readership I think.

J.C. Penney: It's Hammer Time, An Inflection Point Has Arrived [View article]

I sold. And not because of some grand conclusion reached by analyzing the numbers. This stock has had a big up from the big down and a long way to go before the company is back to where it was a few years ago, and my gut tells me to bail and wait for a while. Not very quantitative or analytical, I know - but sometimes it just feels right.

I've taken profits and hold only a small stake. I really wish that I could anticipate more gains in the stock price over the short term, but I can't. I simply feel that the stock has had it's run - no particular data, just my gut - until new year, and it may settle back into the 7-8 dollar range for another buy opportunity. I just don't see this report being all that encouraging to justify the 30+% recovery from the bottom.

Interesting. Enticing even. I love JC Penney and shop there. 30 year lows for a company that made a big mistake and is working to rectify it. If the analogy to Obama's campaign holds though, (JC Penney = anyone opposed to Obama) the viciousness and scorched earth methodology of the bears is to be feared and heeded to some degree. They might just kill the company. It'll take guts to buy and hold this one.

When the dust settles, newalker, the price for ACI will have doubled or they'll be out of business. Accepting the risk is how I've lost big and won big over the years. Safe plays get predictable, anemic results. I can see the point of avoiding the coal sector since the political leadership wants to bankrupt it, I just don't see them succeeding.

Better risk/reward alternatives? I'm with Bermudahigh on this one, and I'm putting money into ACI at this price for what I expect to be a long term profit and a decent dividend in the meantime. Arch isn't going bust anytime soon and the coal sector will recover. What better opportunities are there? Please share your recommendations newalker.

One thing that isn't even talked about by media is that fact that coal can be, and is being, burned cleanly. There are technologies right now that can be used to do that if the power industry is motivated to adopt them. Google: "high pressure coal combustion" if you doubt me. When the blind confidence in the ecological safety of fracking gets shattered, and that will happen soon in my opinion, the industry will have to take a harder look at how to burn the coal more cleanly. That will be an opportunity on many levels. And it should be good for miners, good for the air and water and good for people downwind.

Actually, Marine, I've pretty much got crushed in ACI so far and ARLP has both a positive p/e and a nice dividend. Worth watching, anyhow. Meainwhile ACI's a value pit until at least the Fall imo. I'll stick and keep collecting the dividend since I don't see them going under or much lower. Sickly undervalued as the direct result of Federal Government EPA attempt to kill the whole industry. I don't think the EPA will succeed.

Bottom line is that you're bullish on CISCO even after a nice run up over the last few months. Do I think your bandwagon jumping, no. What happened to you here happens sometimes, and people will be skeptical. Nice write up of a good company.

"Buying at the very bottom and selling at the very top is an impossible game to play." Among the truest and most exact words I've read in a long time. I'm smiling today, since I have a long and patient position in this stock. Thanks for the analysis.

Seldom do I come across an analysis that really catches my attention. More often than not I read the first paragraph, lose interest and forget it, but not this time. A very interesting and informative look at Apple, and I love, absolutely love, the excel spreadsheets. Powerful.